SEC 13F Intelligence

Arbor Wealth Management, LLC / UTXZ

Arbor Wealth Management, LLC’s United Technologies Position

Does Arbor Wealth Management, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 64.6K shares worth $6M in Q1 2020; the fund’s latest 13F (Q4 2021) no longer reports it.

Position Value
$6M
Q1 2020
Shares
64.6K
% of Portfolio
+3.87%
Quarters Held
5
position exited

Position History UTXZ

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $9MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $10MQ4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202064.6K$6M+3.87%
Q4 201968.0K$10M+4.25%
Q3 201967.8K$9M+4.76%
Q2 201967.3K$9M+4.73%
Q1 201962.3K$8M+4.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Wealth Management, LLC’s full portfolio or all institutional holders of UTXZ.